Find a CEA

Search Filters


Clear Search
1186 Results Found
Stuart W. Statton, CFA, CIM , FCSI has over 21-years of wealth management experience.  Currently, I am an Associate Portfolio Manager that offers discretionary portfolio management, tax planning, financial planning, insurance and estate planning strategies. … Read more »
Area serviced: Toronto, ON
4168623146
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the… Read more »
Area serviced: Oak Bluff, MB; Brandon, MB; Calgary, AB
204-292-7787
I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients… Read more »
Area serviced: Brantford, ON
5197511537
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years… Read more »
Area serviced: North York, ON; Brampton, ON
4167315269
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals… Read more »
Area serviced: Oakville, ON
905-842-8288
I provide comprehensive financial planning for business professionals and their families.  By developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals, I help you to protect what matters… Read more »
Area serviced: Surrey, BC; Vancouver, BC; Langley, BC; Delta, BC; Richmond, BC; White Rock, BC; Victoria, BC
6045605595
604-560-5595
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and… Read more »
Area serviced: Oakville, ON; Brampton, ON; Milton, ON; Halton, ON; Mississauga, ON; Burlington, ON; Metro Toronto, ON; Toronto, ON
(905)338-9500
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible. Read more »
Area serviced: Toronto, ON
416 493-9977
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal, Brent is the President of the Certified Executor Advisor Network (CEAN), he also operates his financial advisory firm, Barron's Financial Group Inc. With over 36 years of professional advisory,… Read more »
Area serviced: Mississauga, ON; Calgary, AB; Vancouver, BC
905-891-9543
Micheline Varas, BA, RHU, RFC, EPC, GBDSSenior Partner, Senior VP Living BenefitsCustomPlan Financial AdvisorsMicheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective… Read more »
Area serviced: Vancouver, BC; Winnipeg, MB; Regina, SK; Calgary, AB; Toronto, ON
604 646-5805
For the past 50 years I have helped advise my clients through my law practice, initially as Speal, Viner and then growing over time to Viner, Kennedy, Frederick, Allan & Tobias, commonly known as Viner, Kennedy.With my experience, and as a creative problem… Read more »
Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON
613 5418181
Sally is a certified financial planner with more than 20 years experience assisting all levels of clients on a wide range of financial, wealth and tax planning matters. Having worked in Toronto and Nova Scotia during the course of her career; she has… Read more »
Area serviced: Wolfville, NS